Ridgewood Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-440	Closed	-$36.1K	–	329
2025 Q2	$36.1K	Hold	440	–	–	0.02%	379
2025 Q1	$34.9K	Hold	440	–	–	0.02%	364
2024 Q4	$34.2K	Hold	440	–	–	0.02%	368
2024 Q3	$34.6K	Sell	440 -110	-20%	-$8.3K	0.02%	367
2024 Q2	$40K	Buy	+550	New	+$39.1K	0.02%	348
2023 Q3	–	Sell	-550	Closed	-$35K	–	325
2023 Q2	$35K	Hold	550	–	–	0.02%	378
2023 Q1	$34K	Buy	+550	New	+$34.1K	0.02%	398
2020 Q1	–	Sell	-4,362	Closed	-$231K	–	171
2019 Q4	$231K	Hold	4,362	–	–	0.16%	157
2019 Q3	$216K	Hold	4,362	–	–	0.17%	159
2019 Q2	$211K	Hold	4,362	–	–	0.17%	161
2019 Q1	$205K	Hold	4,362	–	–	0.17%	162
2018 Q4	$208K	Hold	4,362	–	–	0.17%	155
2018 Q3	$208K	Buy	+4,362	New	+$205K	0.17%	156
2018 Q1	–	Sell	-4,362	Closed	-$201K	–	152
2017 Q4	$201K	Buy	+4,362	New	+$196K	0.18%	136